-11.4%
INSM vs AEE
+8.8%
-20.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +6.5% | +0.3% | +6.2% | +6.5% |
| 30D | +27.5% | -2.3% | +29.8% | +27.7% |
| 3M | +20.4% | +0.2% | +20.2% | +18.9% |
| 6M | -15.7% | -4.7% | -11.0% | -15.7% |
| YTD | -27.4% | +8.1% | -35.5% | -27.0% |
| 1Y | -11.4% | +8.5% | -19.9% | -10.5% |
| All | -11.4% | +8.8% | -20.2% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling